Personal Financial Website
At Bob Bennie Wealth Management you have access to the most powerful online tools available
Watch the video at the bottom to learn more
A consolidated view into all your accounts gives you a complete financial picture, updated in real-time
Account Aggregation is a powerful tool that gives you the ability to combine all your accounts into your very own personal financial website. This is not limited to brokerage accounts. You can consolidate checking, savings, loans, 401Ks, IRA's, pensions, credit card accounts, insurance policies. Just about any account you can access online, you can consolidate in your personal financial website.
Unlimited access to secure electronic document storage keeps your most valuable records safe and accessible.
Access your important documents from anywhere in your personal financial website vault.
Legal Documents, Insurance Policies, Statements, Birth Certificates, Medical Records, Receipts, Tax Returns, Contracts, Passports, Pictures, Video Clips, Memberships
Email and mobile alerts empower you to be actively involved in the wealth management process
On the Go Access
Access to your personal financial website from wherever you are, on any device you choose
Collaborate with us from anywhere in the world without the hassles of third-party software